15 Midyear Tax Planning Moves You Can Make In '15

15 Midyear Tax Planning Moves You Can Make In '15

You’ve just put your 2014 tax return to bed, but there’s no rest for the weary. It’s already time to…

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Wall Street's Anachronistic Ways In The Internet Age

Wall Street's Anachronistic Ways In The Internet Age

Wall Street’s largest firms are asked every December by Barron’s, a venerable weekly financial newspaper, to predict which industry sectors…

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Don't Be Caught In The Web Of This Stealth Tax

Don't Be Caught In The Web Of This Stealth Tax

Most of us are all too familiar with the regular income tax calculation on Form 1040. But a somewhat lesser-known…

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Did The Devil Make You Do It? 8 Retirement Miscues

Did The Devil Make You Do It? 8 Retirement Miscues

We’re all human, and we all make mistakes. Yet some errors are worse than others, and it’s important to try…

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Just One More Year

Just One More Year

Maybe you have had enough of that horrible boss, cannot stand the annoying co-worker any longer, or you just feel…

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Ponder These 4 Reasons For Roth IRA Conversions

Ponder These 4 Reasons For Roth IRA Conversions

The hubbub over Roth IRA conversions continues unabated. Many who haven’t taken the plunge are debating whether to use this…

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Are You Missing Out on Free Money by Maxing Out Your 401k Early in the Year?

Are You Missing Out on Free Money by Maxing Out Your 401k Early in the Year?

By Laura West

People with high income and/or who max out their 401k plan early in the year could be missing out on…

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Buying a Boat

Buying a Boat

By Laura West

I don’t know about you, but during the cold winter months I drum up all kinds of ideas relating to…

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How Does Your Net Worth Measure Up?

How Does Your Net Worth Measure Up?

By Abby Belvin

Check out this article “The Typical American's Net Worth By Age: Here's Where You Stand”.  It compares household net worth…

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How to Raise Financially Savvy Kids

How to Raise Financially Savvy Kids

By Abby Belvin

We often hear our clients talk about how difficult it is to teach their kids about managing money.  Maybe this article by…

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Protecting Against Elder Abuse

Protecting Against Elder Abuse

By Abby Belvin

Elder abuse is a serious threat facing many older people and those who love and care for them.  According to…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

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As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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